EP

Elkhorn Partners Portfolio holdings

AUM $138M
1-Year Est. Return 1.6%
This Quarter Est. Return
1 Year Est. Return
+1.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$1.46M
2 +$964K
3 +$500K
4
MSFT icon
Microsoft
MSFT
+$299K
5
DD icon
DuPont de Nemours
DD
+$261K

Sector Composition

1 Real Estate 51.07%
2 Financials 31.79%
3 Energy 3.18%
4 Communication Services 2.71%
5 Utilities 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-121,050
52
-10,100
53
-13,500
54
-23,200